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Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.3B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,976
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$139M
3
+$132M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$103M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$90.4M

Top Sells

1
+$20.2M
2
+$8.46M
3
+$7.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.12M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.64M

Sector Composition

1 Financials 5.2%
2 Energy 5.01%
3 Technology 3.76%
4 Healthcare 2.35%
5 Communication Services 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2926
$25K ﹤0.01%
2,457
2927
$25K ﹤0.01%
545
+345
2928
$25K ﹤0.01%
+1,061
2929
$25K ﹤0.01%
145
+12
2930
$25K ﹤0.01%
2,467
+1,800
2931
$25K ﹤0.01%
1,000
-4,109
2932
$25K ﹤0.01%
872
-1,273
2933
$25K ﹤0.01%
656
2934
$25K ﹤0.01%
2,099
+1,800
2935
$25K ﹤0.01%
175
-777
2936
$25K ﹤0.01%
+982
2937
$25K ﹤0.01%
5,382
+2
2938
$25K ﹤0.01%
2,211
+1
2939
$25K ﹤0.01%
+3,300
2940
$24K ﹤0.01%
312
+143
2941
$24K ﹤0.01%
600
+500
2942
$24K ﹤0.01%
1,881
+16
2943
$24K ﹤0.01%
+602
2944
$24K ﹤0.01%
353
-195
2945
$24K ﹤0.01%
5,295
-2,385
2946
$24K ﹤0.01%
610
+48
2947
$24K ﹤0.01%
951
+731
2948
$24K ﹤0.01%
399
2949
$24K ﹤0.01%
340
+120
2950
$24K ﹤0.01%
343
116 117
118
119 120